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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,668 | $77,817+52.5% | $123,553-4.0% | $64,173+84.9% |
| Participation rate | 83.3% | 74.7%+8.6pp | 82.3%+1.0pp | 69.6%+13.8pp |
| Annual return | -6.20% | 12.49%-18.7pp | 119.21%-125.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $2,685 | $3,014-10.9% | $4,628-42.0% | $2,381+12.8% |
| Participant deferral / active EE | $6,677 | $5,240+27.4% | $6,426+3.9% | $3,470+92.4% |
| Admin fee / account holder | $2,670 | $5,519-51.6% | $9,284-71.2% | $4,887-45.4% |